Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
In today's digital age, we assert that mobile payments should become a standard practice. Payconiq revolutionizes the payment landscape by doing away with outdated methods such as cash, credit cards, and cumbersome card readers. Our mission is to innovate, streamline, and enhance the payment experience for everyone. We are committed to ensuring that our users can utilize their smartphones for payments anytime, anywhere, without hassle. Leading the charge in the European payment industry, Payconiq supports seamless omnichannel transactions—whether in-store, online, or among friends. This allows consumers to enjoy fast and convenient payment options while helping merchants minimize waiting times at checkout. We prioritize security by adhering to the highest standards; all user data is encrypted and safeguarded through PIN or fingerprint verification. Only essential payment information, including your IBAN, transaction amount, and beneficiary identity, is transmitted to your bank with robust encryption methods. Moreover, our commitment to security is validated by our ISO 27001 certification, ensuring that your financial information remains protected. In this way, Payconiq is not just transforming payments, but also enhancing trust in digital transactions across Europe.
Description
Are you:
Studying the changes to the SECURE Act rules?
Using spreadsheets to calculate RMDs manually?
Tracking client RMD withdrawals to determine if clients have taken them?
Frustrated by custodians who calculate some RMDs but not inherited accounts?
Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)?
Trying to figure out how to manage the accounts under the 10-Year Rule?
ProTracker RMD provides:
Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries.
Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger).
A separate panel is used to track the expiration of accounts under the 10-Year Rule.
Global 10-Year Rule Account Screen to monitor all client accounts for expirations.
API Access
Has API
No
API Access
Has API
No
Integrations
Buckaroo
Yes
Charles Schwab
No
Fidelity
No
Pay.
Yes
Primer
Yes
ProFashionAll
Yes
ProPOSS
Yes
ProTracker Advantage
No
Stardekk
Yes
SunVox
No
Integrations
Buckaroo
No
Charles Schwab
Yes
Fidelity
Yes
Pay.
No
Primer
No
ProFashionAll
No
ProPOSS
No
ProTracker Advantage
Yes
Stardekk
No
SunVox
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$895/user/year/1,000 RMDs
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Payconiq
Founded
2014
Country
Luxembourg
Website
www.payconiq.com
Vendor Details
Company Name
ProTracker Software, Inc.
Founded
1997
Country
United States
Website
www.protrackerrmd.com
Product Features
Mobile Payment
ACH Support
No
Contactless / NFC
No
Credit Card Support
No
Cryptocurrency Support
No
Debit Card Support
No
In-App Payments
No
In-Store Payments
No
Micropayments
No
P2P Payments
No
eCommerce Payments
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No